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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,213 | $162,136-75.2% | $152,301-73.6% | $154,746-74.0% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 27.95% | 91.02%-63.1pp | 80.50%-52.6pp | 172.34%-144.4pp |
| Employer contribution / active EE | $1,862 | $4,890-61.9% | $4,624-59.7% | $4,379-57.5% |
| Participant deferral / active EE | $7,323 | $8,341-12.2% | $8,004-8.5% | $6,730+8.8% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |